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November 09, 2011 at 12:23 PM
Remember those good old fashioned school days and how at the end of every nine weeks or semester when you waited, maybe impatiently, for that dreaded report card to come in? Yeah, if you’re like me, you get chills just thinking about it.
Well, with that idea in mind, we hearkened back to those halcyon days and talked with seniors about their advisors. The good news is they like you; they really like you.
So, for the purposes of this small survey, we made it short and simple, asking a sampling of retirees one very important question:
On a scale of one to 10, how would you rate your current financial advisor?
Oh, I’d probably give her an eight, eight-and-a-half. She’s done us pretty well, got us some life insurance with a pretty good yield and so forth. She talked us into some insurance to cover long-term disability, too, which we hope to never use, but it gives us some peace of mind, just in case. It’s been rough the last few years, of course, but that’s not her fault, and we know that. Yeah, she’s pretty good, all things considered.
Conroy, 81
Anaheim, Calif.
On a scale of one to 10, I would have to give our advisor a 10. He’s extremely sharp and knows what he is talking about. We were able to protect a lot of our assets from the horrible stock market crash. He had told us that we needed to limit our exposure due to our age, so we listened, and, boy, are we glad we did. Like I said, he’s very, very good at what he does, and—I don’t think my husband will mind if I say this—very good-looking, too.
Lara, 74
